Our Approach
Different by design.
Fiduciary by conviction.
Individual investors and plan sponsors choose Palisade because of what makes us different: independent, employee-owned, and bound to your interest by choice — long before any regulation asked it of us.
What Makes Us Different
Five commitments,
kept since the beginning.
01
Experience
We have knowledge that only experience can provide. Our deep understanding of investment principles and retirement plans allows us to always help our clients find the best solutions.
02
Fiduciary Advisers
We have always been, and will always be, investment fiduciaries to our clients. We didn't adopt that standard because of trends or legislation — we built the firm on it.
03
Process
Our method of providing guidance and service follows a prudent, standardized process — with unparalleled support and access at every step.
04
Service Focus
By providing exceptional service and performing an ongoing, active service role, we simplify and ease the experience. The principal who knows your family is the one who answers your call.
05
Independent
We are 100% employee-owned, without any proprietary products. All of our revenue is derived from our advisory fee — with complete transparency.
How We Work
A prudent process,
practiced without shortcuts.
01
Listen
Before a single recommendation, we learn how your wealth was built, what it must do, and what would keep you up at night. The plan starts with your life, not our products — we have none.
02
Design
A written strategy: portfolio, income, tax posture, and risk sized to your actual circumstances. Every element has a reason you can understand, and evidence behind it.
03
Implement
Executed carefully and cost-consciously, with full transparency. Our only compensation is our disclosed advisory fee — so implementation serves the plan, never a commission.
04
Steward
Then the real work: ongoing oversight, rebalancing, tax management, and an open line to the principal who knows you. Quarter after quarter, decade after decade.
Our Roots
Trained where the standard
is highest.
Palisade's principals spent decades as fiduciary consultants to employer retirement plans — work governed by some of the strictest duty-of-care rules in finance. That discipline is in the firm's bones, and it now serves the private clients who are the heart of our practice. We still advise a select group of plan sponsors today.
Retirement Plan Consulting →